Jobs


Trust Officer

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Location
Lawton, OK
Job Type
Direct Hire
Degree
Bachelor
Date
Feb 15, 2019
Job ID
2642688
Our client, growing both organically and through acquisitions is looking for a Personal Wealth / Fiduciary / Trust Officer who is customer oriented. This is a new position. They are looking for someone to grow with them. They offer a base salary and incentive on new business.  
 
Duties:   
As Personal Wealth / Fiduciary / Trust Officer, you Assist Trust Officers with client service will: 
  • Administer a book of trust and investment management relationships. 
  • Deliver excellent customer service.
  • Participate in new business growing existing accounts and assisting team members with new business.
Qualifications: 
The successful Personal Wealth / Fiduciary / Trust Officer candidate, will:
 
  • Have experience in administering trust accounts and investment management accounts.
  • Have experience working with high net worth individuals ($1 million in investable assets.)
  • Be customer focused
  • Be a team player
  • Bachelors degree required
Compensation:  Base Salary plus incentive on new business, Amount DOE

Keywords:  Trust, Wealth Management